Sharing dashboards means you and your team possess the same information at any given time, which allows for collaboration and discussion. Here are some recommendations for sharing dashboards and keeping your MBI account uncluttered.
At times, you may find multiple dashboards with the same name - this is usually because other users have created and shared similar dashboards with you. These dashboards could be duplicates of a primary copy. In this case, we recommend you have one user share the primary copy of the dashboard and then remove all duplicate dashboards.
To see who owns a dashboard, click the dashboard dropdown on the top left. Any dashboards that do not have a name below them belong to you.
To remove all duplicate dashboards:
When new users are created, they do not own any dashboards or charts. They will, however, see a list of the most popular dashboards in your organization (with View or Edit rights for the whole team) upon first logging in. Ensure that dashboards are always in this list so that new users can be included.
New users may also benefit from access to some dashboards that are not shared organization-wide. In these cases, we recommend that dashboard owners share the relevant dashboards with new users as soon as their accounts are created.
Edit permissions give users a lot of power. But with great power comes great responsibility. To prevent accidental changes to your charts and dashboards, we recommend that you are selective about who you give
Edit permissions to.
Sharing a dashboard merely gives users access to the same information. To ensure that information is understood, we recommend using the chart notes feature to share knowledge and nuances about a specific data point or to convey the purpose of an analysis.